GENERAL ELECTRIC CO (GE) reported a proposed sale by Chairman and CEO Henry Lawrence Culp, Jr. of 8,000 common shares, with an aggregate market value of $2,698,687.20 and an approximate sale date of November 11, 2026. Culp acquired the 8,000 shares through RSU vesting on March 3, 2026. The notice lists August 12, 2026, as the plan adoption or instruction date for Rule 10b5-1.
GE Chairman and CEO H. Lawrence Culp Jr. reported sales of 8,000 common shares held indirectly by family trusts on November 11, 2026. The two reported transactions were 679 shares at a weighted average price of $338.29 per share and 7,321 shares at a weighted average price of $337.25 per share. Both sales occurred automatically under a Rule 10b5-1 trading plan adopted August 12, 2026. The reported positions included 232,107 shares held directly and 211,210 shares held indirectly through a holding company.
GE Vice President Robert M. Giglietti exercised options for 14,796 common shares on November 4, 2026, at a $52.38 exercise price. He sold 3,780 shares at a weighted average of $332.12 per share (transactions ranged from $331.56 to $332.45) and 11,016 shares at $332.69 per share that day. The reported option position after exercise was zero; the sales were not reported under a Rule 10b5-1 plan.
General Electric Co reported a Form 13F holdings report with 2 information-table entries and a total reported value of $471,794,995, rounded to the nearest dollar. General Electric Co is identified as the institutional investment manager.
GE reported third-quarter 2026 total revenue of $14.118 billion, up 16% from $12.181 billion a year earlier. Net income from continuing operations increased $0.2 billion year over year; adjusted EPS, a non-GAAP measure, was $2.25, up 36%. For the first nine months, revenue was $39.859 billion, up 20%, and free cash flow was $6.728 billion versus $5.933 billion.
As of September 30, 2026, remaining performance obligations were $212.084 billion, up 11% from December 31, 2025. Run-off insurance operations recorded a $210 million loss in the quarter, versus $361 million profit a year earlier. GE signed an agreement to acquire Consolidated Precision Products for a purchase price of $11.75 billion, planning to fund it with approximately $7 billion in cash and the remainder in new debt; closing is expected in the second half of 2027, subject to regulatory approvals and other customary closing conditions.
During the third quarter of 2026, GE repurchased 5.008 million common shares for $1.983 billion under the board's authorization of up to $20 billion.
General Electric Company, operating as GE Aerospace, reported third-quarter 2026 GAAP revenue of $14.118 billion, up 16% year over year, and raised its full-year 2026 guidance across the board. GAAP profit was $2.805 billion, up 12%, while continuing EPS was $2.32, up 14%. Non-GAAP operating profit increased 30% to $2.988 billion and adjusted EPS rose 36% to $2.25.
Cash from operating activities and free cash flow each declined 14%, to $2.203 billion and $2.042 billion, respectively. Commercial Engines & Services revenue increased 21% to $10.342 billion; Defense & Propulsion Technologies revenue rose 7% to $3.469 billion. Updated 2026 guidance includes adjusted revenue growth of ~19-20%, operating profit of $10.9-$11.0 billion, adjusted EPS of $8.00-$8.10, and free cash flow of $9.1-$9.4 billion. GE Aerospace also expects low-double-digit 2027 commercial services growth, supported by a commercial services backlog of more than $170 billion.
General Electric Co. (GE) director Wesley G. Bush received an award of 120 Phantom Stock Units on September 30, 2026, at $321.80 per unit under the GE Aerospace 2024 Non-Employee Director Compensation Plan. Each unit is the economic equivalent of one share of GE common stock. His reported balance after the acquisition was 341 Phantom Stock Units; payment begins one year after his service as a director ends.
GE director Sebastien Bazin acquired 117 Phantom Stock Units on September 30, 2026, at $321.80 per unit under the GE Aerospace 2024 Non-Employee Director Compensation Plan. Each unit is the economic equivalent of one share of GE common stock. His reported balance after the acquisition was 1,434 Phantom Stock Units.
GE director Judson Althoff acquired 35 Phantom Stock Units on September 30, 2026, at $321.80 per unit under the GE Aerospace 2024 Non-Employee Director Compensation Plan. Each unit is the economic equivalent of one share of GE common stock. The units are payable beginning one year after termination of service as a director.
GENERAL ELECTRIC CO (GE), operating as GE Aerospace, reports board and committee leadership changes. On September 21, 2026, the Board appointed director Judson Althoff to the Audit Committee, effective that date, following his earlier election to the Board effective June 24, 2026.
Also on September 21, 2026, the independent directors elected Wes Bush as independent Lead Director. Tom Horton, who has served as independent Lead Director since 2018, will remain on the Board. Bush has been an independent director since 2025 and is the former Chairman and CEO of Northrop Grumman.